Successful Islamic Investing

Slides:

Advertisements

Similar presentations

Disciplines on domestic regulation for the accountancy sector – Malaysias Perspective Nik Mohd Hasyudeen Yusoff Director, Professional Services Development.

Advertisements

European Graduate Opportunities. Agenda Who are JPMorgan?

Value Propositions Wan Abdul Rahim Kamil Consultant, Islamic Capital Market Securities Commission Malaysia.

Family Office Services for High Net-Worth Individuals

DYNAMIC CORPORATE CLASS Name Tile Company DATE. 2 “Taxes have grown over the past 49 years to the point that government is now the largest expenditure.

Fund Development and Management—Global Equities and Sharia Compliant Products Design and management of Funds and Managed Portfolios specializing in global.

Azhar Khan Chief Financial Officer, QIB (UK)

RBC Wealth Management Generalist Program

Dr. Abd elrahman Elzahi Saaid Ali Economist Islamic Research and Training Institute, a Member of IDB Group.

Financial Services TAX Shari’a compliant funds and Islamic Finance An Irish perspective October 2009.

The business of banking. The business of banking. Considering careers in financial services. Considering careers in financial services. About Bank One.

Commercial Bank. Company background The biggest commercial bank in the world The first financial services company in the U.S. Have branches in more than.

Securities firms and investment banks

SWIFT & Islamic Finance John Falk 12 th AMEDA Meeting, Libya - 30 Nov 2010.

DIYANAH ISLAMIC FINANCIAL SERVICES PVT LTD. Corporate Member Islamabad Stock Exchange. Islamic Capital Market. The Role Of a Shariah Compliant Brokerage.

Slide 1 of 13 CENTRAL BANK OF THE U.A.E Presentation by: Mr. Ahmed Abbas - Chief Executive Officer 10 December 2005 Avenues for.

21 – 22 September 2006, Kuala Lumpur Globalisation and the experience of proximity banking Dato’ Abdul Azim Mohd Zabidi Chairman, Bank Simpanan Nasional,

Michal Bodlák. Definition  An investment bank is a financial institution that assists: individuals, corporations and governments companies involved in.

Career Tracks and Opportunities in Finance. Different Finance Career Tracks  Corporate Finance  Investments  Banking and Financial Services  Insurance.

The Power of ONE We will deliver exceptional results through exceptional people. We are a highly respected, world- class financial services company committed.

© 2012 INCEIF Keynote Speech “The potential role for Malaysian Islamic Financial Institutions in the changing landscape of banking trends leading to the.

© 2007 Northern Trust Corporation northerntrust.com The Northern Experience A C C E S S. E X P E R T I S E. S E R V I C E. Greg Yaeger Senior Vice President.

The Malaysian Bond Market

McGraw-Hill /Irwin Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved Chapter Sixteen Securities Firms and Investment Banks.

Ch Rising Capital in The Financial Markets  2002, Prentice Hall, Inc.

MALAYSIA – Your Profit Centre In Asia Malaysian Industrial Development Authority 1 DOING BUSINESS IN MALAYSIA Your Profit Centre in Asia S.Siva - Director.

Summer Internship ICICI Group  India’s 2nd largest bank with assets of over USD 91 bn  Presence in 19 countries  India’s largest equity house.

1 GCC Regulators Summit 16 th February 2011 Abdul Rahman Al Baker Executive Director - Financial Institutions Supervision Developing Effective Regulatory.

IGCSE®/O Level Economics

POOPs Agenda The business of banking

1 ETF EXECUTION SERVICE OFFERING National Bank Correspondent Network Christine Rodrigues, Senior Vice President, Business Development and Relationship.

GROUP MEMBERS SIDRA ALEEM AILIA BATOOL GHAZI REHMAN ZAID HASSAN.

Mutual Funds. Objectives WHAT IS A MUTUAL FUND? HOW DO MUTUAL FUNDS OPERATE? HOW MUCH DOES MUTUAL FUND INVESTING COST? HOW SHOULD MUTUAL FUND PERFORMANCE.

©2007, The McGraw-Hill Companies, All Rights Reserved 16-1 McGraw-Hill/Irwin Chapter Sixteen Securities Firms and Investment Banks.

Introducing Carey Olsen. We are an award-winning, market-leading offshore law firm.

1 Introduction to Company Accounting Learning Outcomes:  Understand the concepts and the environments associated with companies  Understand different.

McGraw-Hill /Irwin Copyright © 2001 by The McGraw-Hill Companies, Inc. All rights reserved. Services Offered by Securities Firms versus Investment Banks.

Chapter 7 – Investment Companies BA 543 Financial Markets and Institutions.

Finance SCOOP Indiana University September 16, 2003.

Guidance Financial Group Guidance Residential

Khazanah Nasional Exchangeable Sukuks or Rafflesia Capital Exchangeable Trust Certificates (Exchangeable Sukuks)

GBS Finance Electives Spring Finance Electives BUS 503GGlobal Perspectives BUS 504The Business of Healthcare BUS 522Theory & Practice of Valuing.

PRIMARY VERSUS SECONDARY MARKETS

7 th MEXPA Seminar Venture Capital Financing. FUND CO. BOARD OF DIRECTORS INVESTORS MANAGER EXIT VALUE ADDING INVESTMENT FUNDED BY MANAGED BY INVESTMENT.

HAYNES BARKER INVESTMENT MANAGEMENT, LLC Portfolio Management & Analysis, Financial Planning, & Wealth Transfer Strategies 233 D Oil Well Road Jackson,

This confidential presentation has been prepared by CIBC Capital Markets, exclusively for the benefit and internal use of [the board of directors/special.

INVESTMENT AND SETTLEMENT IN THE U.K DENIZ OGUZKANLI PARTNER RONALD FLETCHER BAKER LLP CITY OFFICE WEST END OFFICE ISTANBUL OFFICE WITH MORAL LAW FIRM.

Corporate Overview. 2 Our History is Anchored in Tradition  A new vision and a new beginning.  Greater than the sum of its parts — The combination of.

1. What would you do with $5,000? Be specific. 2. What percentage of taxes should the government take? 3. Where is the safest place to keep your money?

About LPL Financial Serving financial professionals and their clients for four decades.

Hedge and Private Equity Fund Advanced Fund Administration (“AFA”) is a boutique administration firm providing comprehensive.

FOR FURTHER INFORMATION PLEASE CONTACT: Tel : Fax: H/P:

Trends in International Regulation Regulation of the Dubai International Financial Centre Ian Johnston Deputy Chief Executive & Managing Director Dubai.

British Malaysian Chamber of Commerce

IBOS Association and Bank of Shanghai

In an Asian-driven world economy,

Introducing Sterling Managed Accounts

PERPETUAL TRUSTEES BERHAD Your TRUST WILL begin with us

Workshop on Islamic Finance in the National Accounts Beirut, Lebanon

Financial Sector Report

The Growth of ETFs and the impact to the Financial Services Industry

Corporate Overview.

Jack Henry & Associates Profile

Portfolio Advisory Group

Lecture 2 Chapter 2 Outline The Financing Decision

تطوير الصكوك في ماليزيا

Financial Management Kiran.

Presentation transcript:

Successful Islamic Investing Nick Kaiser MBA, CFA® Chairman, Director, and Equity Portfolio Manager 3rd Annual Capital Market Conference Embassy of Malaysia, Washington DC November 10, 2016

Saturna Capital Corporation Investment Counsel firm headquartered in Bellingham, WA, USA Employee-owned firm founded in 1989 Adviser to Amana Mutual Funds Trust and other funds in US, plus Institutional and Private Accounts Amana Income and Amana Growth are the two largest Islamic public equity funds in the world Newest fund, Amana Participation, invests in sukuk and Islamic fixed income Research arm and asset management As of September 30, 2016: RM 262,838,259 (US$ 63,556,585) Wholly-owned subsidiaries: Saturna Sendirian Berhad (Kuala Lumpur, Malaysia - portfolio management, research office) Saturna Trust Company (Henderson, NV - trust services) Saturna Brokerage Services (Bellingham,WA - distributes mutual funds and offers commission-free custody and trades) Integrated operations (preferring in-house solutions to outsourcing) Technology innovator (proprietary NEPTUNE® database software) Community contributor Low-cost provider

Saturna Sdn Bhd Wholly-owned subsidiary of Saturna Capital Established with purchase of small Malaysian investment adviser in 2010 First conventional asset manager in Malaysia to convert to an Islamic asset manager Kuala Lumpur office enhances our credibility throughout the world, GCC and Islamic markets, plus Australia

Saturna Sdn Bhd KL Staff Monem Salam - Nasir Ku Muhammad - Jane Chia - Heddy Humaizi - Zahid Siddique Nicole Phut - Wan Nurul Aimi - Dharmen Annadorai - Syafiq Abdul Hamid

What We Do In Malaysia Investment analysis and research for Saturna Capital’s global investment team Manage accounts for individuals and private entities Manage accounts for public institutions Bank Negara (BNM) Employee Provident Fund (EPF) Manage unit trusts ASEAN Equity Fund Crescent International Equity Fund (CIEF) http://www.crescentwealth.com.au/managed-funds/crescent-international-equity-fund/

Malaysia Supports Islamic Finance Malaysian government consistently supports Islamic finance industry Bank Negara Malaysia (BNM) Securities Commission of Malaysia (SC) Malaysian International Islamic Finance Centre (MIFC), a network of regulatory, social, and institutional partners Malaysia is proactive in establishing ties and common securities markets with other national and regional regulators and jurisdictions

Benefits of Malaysia Well educated, ethnically diverse, English speaking workforce Regional airlines give great access to the area making research travel easy Well-established advertising and marketing venues, long-running trade publications Diversity: women have held top posts at the SC, central bank, and the largest banks “Green Lane” visa approval for senior executives

Benefits of Islamic Finance in Malaysia Educational institutions provide advanced degrees in Islamic finance, creating depth Competent professionals with decades of experience in providing islamic financial services in many areas: Taxation / tax planning Accounting Custody & settlement Brokerage and trading Legal services Sharia advising

THANK YOU!